Latest Institutional Sells of First Tr ETF Vi Smid Cap Risin (SDVY)
This list provides information on the latest institutional transactions involving First Tr ETF Vi Smid Cap Risin (SDVY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-39- 46.43% |
$1.22K - $1.36K
|
45
$1.52K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 50.85% |
$794 - $997
|
29
$979
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-129K- 94.36% |
$3.56M - $3.91M
|
7.69K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4.17K- 3.29% |
$115K - $127K
|
123K
$4.14M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.29K- 1.13% |
$35.6K - $39.1K
|
113K
$3.8M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 10.39% |
$276K - $321K
|
93.2K
$3.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.6K- 10.17% |
$143K - $166K
|
49.5K
$1.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-112- 0.24% |
$2.86K - $3.33K
|
46.8K
$1.58M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-549K- 96.16% |
$13.1M - $15.2M
|
21.9K
$740K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-73K- 54.6% |
$1.68M - $2.03M
|
60.7K
$2.05M
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-41.6KClosed |
$982K - $1.17M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-24.5KClosed |
$578K - $690K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-23.9KClosed |
$565K - $675K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.98KClosed |
$212K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.47K- 10.52% |
$82K - $98K
|
29.5K
$997K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.48KClosed |
$58.6K - $70.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$28.3K - $33.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-298- 1.42% |
$7.04K - $8.41K
|
20.7K
$700K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$400K - $455K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.6KClosed |
$396K - $450K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-7.78KClosed |
$222K - $240K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-21.6KClosed |
$597K - $651K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-27.3KClosed |
$765K - $831K
|
0
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.61K- 63.86% |
$157K - $171K
|
3.18K
$107K
|
|